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Active Series 65 or Series 7 and Series 66 certification is required Preference will be given to candidates who hold the CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC ) designation, or Chartered Financial Analyst (CFA) designation, or those who are committed to obtaining these qualifications within a specified time frame.
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If you are a CERTIFIED FINANCIAL PLANNER professional (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm.
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Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar. The Application Security team enables NerdWallets mission, to provide clarity for all of lifes financial decisions, by taking steps to ensure the products and services we design and build safeguard our users data and trust.
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Relevant Word Search: Sales Assistant, Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds, Investments, Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, Financial Advisor, Insurance Sales, Bankers, Finance, Retirement Planning, Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management, Series 7, Series 6.
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Certified Financial Planner and/or Chartered Financial Analyst designation highly preferred, additional financial planning, retirement planning or investment-related designations (RMA, CIMA, etc.
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Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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One of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA If not CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP.
$119,490 - $238,680 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Department operates with a 2024 budget of $1.2 million and a team of 8 FTEs including the Director, Building Official, Assistant / Associate Planner, Community Development Officer, Building Inspector/Plan Reviewer, Permit Coordinator, and Permit Technician.
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Successful completion of securities examinations: Series 7, Series 63, or Series 65; Securities Industry Essentials Exam (SIE), or professional designation as a Certified Financial Planner, Chartered Financial Analyst, Chartered Investment Counselor, Certified Investment Analyst, Personal Financial Consultant, or holds or has held a license or registration as a Mortgage Loan Originator.
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Series 65 or Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC.
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Top candidates will come from the financial industry (credit unions, banks, brokerage, investments, financial planner, auditor, or examiner). Publix Employees Federal Credit Union (PEFCU) seeks a visionary and strategic leader to serve as its next chief financial officer (CFO.
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Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and/or MBA desired. Experience making public presentations and interacting with the financial media. Consider financial planning needs and coordinate necessary team members for assistance.
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Professional Designations - CWS (Cannon Wealth Strategist), CFP (Certified Financial Planner) This program helps FCs understand Schwab's overarching approach to our clients and features content on relationship building, financial planning, and Schwab's spectrum of advised and lending solutions.
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Halpern Financial, Inc., a fee-only independent RIA firm with offices in Rockville, MD, Ashburn, VA and Naples, FL, seeks a financial planner to join our collaborative team environment.
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The Certified Financial Planner focuses on assigned High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients and works closely with internal portfolio managers. Certified Financial Planner (CFP.
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